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Trusts, Wills & Wealth Management

So you want to protect your hard earned assets from creditors and taxes on death?
And would you like to be sure that you will be remembered generation after generation after generation?
We can help.

Want a trust for wealth management?

You need Derek’s expert advice (take a look at his Google reviews, there are over 125 five star reviews) on forming and maintaining a trust structure.

You can read his book and then buy your trust at a discount through the book website, or make a free appointment with him either via Zoom or Google Meet. He’s a Professional Engineer and a Chartered Accountant and you can meet him as often as you like at no charge.

Just want a trust or a will? You can buy them here today.

Trusts

Compulsory registration for tax

R4 530 incl. VAT
  • All trusts must register as tax payers. The fee is not included in the cost of a trust.

Formation of an employee share trust

R25 110 incl. VAT
  • Formation of a new trust.
  • Unlimited free consultations with our CEO
  • Takes 8 to 14 weeks after submission, not including registering it as a taxpayer
  • Not including anti-money laundering return to the Master

Formation of a community trust

R25 110 incl. VAT
  • Formation of a new trust.
  • Unlimited free consultations with our CEO
  • Takes 6 to 12 weeks after submission, not including registering it as a taxpayer.
  • Not including anti-money laundering return to the Master

Wills

One or two wills for spouses

R3 750 incl. VAT
  • Creation of one or two wills for spouses

Will with testamentary trust

R14 900 incl. VAT
  • One or two wills for spouses with testamentary trust deed to care for your minor children

Looking for other business services?

Buy a shelf trust NOW

2023 SHELF TRUSTS

2021 SHELF TRUSTS

  • Bellini Legacy Trust

    This trust can be changed to a non-discretionary trust in your Will, so that future trustees may not deplete the trust assets. Complimentary free wills for you and your spouse. Never traded, price includes compulsory registration as a taxpayer, name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years.

    R18,975.00 incl. VAT Add to cart

2019 SHELF Trusts

  • First Family Trust a 2019 trust

    Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.

    R20,700.00 incl. VAT Add to cart

2018 SHELF Trusts

  • Next Time Trust

    Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.

    R22,425.00 incl. VAT Add to cart

2016 SHELF Trusts

  • Best Way Forward Trust

    Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.

    R29,120.00 incl. VAT Add to cart
  • Building for the Future Trust

    Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.

    R29,120.00 incl. VAT Add to cart
  • Building Wealth Trust

    Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.

    R29,120.00 incl. VAT Add to cart
  • Time for Property Trust

    Free wills for you and your spouse. Never traded, price includes name change, change of trustees, beneficiaries and trust deed, acting as independent professional trustee for 3 whole months from date of purchase but only if a Debit Order is signed covering future years. Fee also includes registration as a taxpayer and submission of anti-money laundering return to the Master.

    R29,120.00 incl. VAT Add to cart

Do you want to leave your cart?

Your cart is awaiting your next purchase, so please proceed to the Home page and continue shopping. If you are leaving your cart because of problems, why not give us a call on our 24 hr numbers 063 866 8928 or 011 805 0030 (subject to load shedding)? If all else fails, call Derek, our CEO on 082 552 9696. We’ll do what we can to help